BOK Financial Private Wealth’s Constellation Energy CEG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8	Closed	-$1.79K	–	502
2024 Q4	$1.79K	Buy	+8	New	+$1.79K	﹤0.01%	454
2024 Q2	–	Sell	-33	Closed	-$6.1K	–	472
2024 Q1	$6.1K	Hold	33	–	–	﹤0.01%	389
2023 Q4	$3.86K	Buy	+33	New	+$3.86K	﹤0.01%	413